Updated Articles

  1. Financial- How to add or update a check unlock code

    Check unlock codes allow families the ability to register for a program without paying the registration or other fees up front. These codes would need to be given to parents in order for them to be
  2. Financial- How to write off bad debt

    How to write off bad debt
  3. Financial- How to run an aging report

    An accounts receivable aging is a report that lists outstanding balances.
  4. Financial- How to add an additional discount to a child

    How to add multiple discounts for a child within the system using coupons.
  5. Financial- How to add a coupon for a specific program/room assignment

    How to apply a discount to a child's specific program/room assignment.
  6. Financial- How to setup a convenience/service fee for electronic payments

    How to add a convenience/service fee for electronic payments.
  7. Financial- How to create a PDF copy of statements for families

    The Print Batch Statements option creates a PDF for a time period of all family statements.
  8. Financial- How to add a late fee to multiple family accounts

    How to add a late fee to multiple family accounts.
  9. Financials- How to send invoices

    How to email statements to families.
  10. Financial- How to pull a payment report for a day, month, quarter

    To pull a payment report navigate to the Payments > Payments/Adjustments screen-  Select the Search Criteria option, enter a date range, select a payment type etc, then press View Select the Actions menu, then select Export-CSV or ...